/People

Rachelle Morris

Investor

Investor at Stalwart Venture

Salt Lake City, Utah

Writes $100K – $5M checks · typically $1.5M

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Experience

  1. Stalwart VenturesCo-Founder & Managing Directorcurrent2022 — presentUtah, United States
  2. The Norden GroupWealth Advisorcurrent2022 — presentSalt Lake City, Utah, United States
  3. Crestone Capital, LLCExecutive Director2021 — 2022Salt Lake City, Utah, United States
  4. J.P. MorganVice President, Client Advisor at J.P. Morgan Private Bank2018 — 2021Salt Lake City Metropolitan Area
  5. Goldman SachsPrivate Wealth Management2006 — 2018

Skills & more

Data Analysis15Microsoft Excel11Microsoft Office2Financial Analysis7Leadership17AnalysisManagement4PowerPoint1Corporate Finance1Valuation1Strategic Planning3
  • Series 7 & 66

From Rachelle's professional profile.

Colleagues at Stalwart Venture

Frequently asked questions

Who is Rachelle Morris?
Investor at Stalwart Venture
Where does Rachelle Morris work?
Rachelle Morris is at Stalwart Venture.
What check size does Rachelle Morris write?
Rachelle Morris typically writes checks of $100K – $5M.
Where did Rachelle Morris go to school?
Rachelle Morris studied at Brigham Young University (Bachelor of Science (BS), Management Information Systems); Klein High School.

Same school

Shared employers